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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-01 |
Branch Locations
725 Cool Springs Blvd Suite 450, Franklin, TN 37067 • United States
Greenville, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Advisory Group | Franklin | TN | 01/2023 | 08/2025 |
| New College Franklin | Franklin | TN | 08/2019 | 05/2023 |
| The Johnson County Graphic | Clarksville | AR | 06/2020 | 08/2020 |
| Clarksville Sea Dragons | Clarksville | AR | 05/2019 | 08/2019 |
| Homeschool | Clarksville | AR | 08/2014 | 05/2019 |
| Guardian Life Insurance Comapny | Franklin | TN | 08/2025 | Present |
| Guardian Life Insurance Comapny | Greenville | SC | 08/2025 | Present |
| Park Avenue Securities | Franklin | TN | 05/2025 | Present |
| Park Avenue Securities | Greenville | SC | 08/2025 | Present |
1. Compass Executive Group, Start Date: 12/01/2024, Nature: Business Planning, Address: 205 Verdae Blvd #918 Greenville, SC 29607, Duties: Marketing Director-responsible for social media & branding for this company, 10 hours per month;10 hours during trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-31 |
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